Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.

What Are Private Assets? 

Risks of Private Assets vs. Public Assets 

Why Fund Companies Want to Give Retail Investors Access to Private Assets 

How Investors Can Access Private Assets Today 

Why Funds Choose Private Credit Instead of Private Equity 

Why Companies Stay Private 

How the Lack of Liquidity in Private Assets Plays Out in Interval Funds 

How Funds Provide Exposure to Private Equity 

Do Funds with Private Equity or Private Credit Exposure Have Better Performance?  

Would Holding Private Assets in an ETF Work? 

Opportunities for Investors in Private Asset Funds 

Private Asset Fund Outlook

 

Read about topics from this episode.  

Morningstar's 2025 Outlook: Future Market Investment Strategies 

When Will Public and Private Equity Markets Finally Converge? 

DXYZ: This Closed-End Fund Is Not Destiny’s Child 

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride 

Private Credit: Avoid This Common Asset Allocation Mistake 

2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market 

Ask Your Advisor These Questions Before Investing in Private Credit

 

What to watch from Morningstar.

Where Investors Can Find the Highest Bond Yields in 2025 

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 

How to Diversify Your Portfolio to Handle a Market Correction 

What Higher Bond Yields Mean for Markets in 2025

 

Read what our team is writing:

Jack Shannon 

Margaret Giles 

 

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.